Template searches in Perchwell are powerful tools that streamline your workflow and make finding properties more efficient. Creating and saving custom search templates gives you quick access to your frequently used search criteria.
Creating Your Template Search
Start with a Basic Search: Begin by performing a standard search with your desired criteria.
Refine Parameters: Adjust filters and settings to match your specific requirements.
Save Search: Once satisfied with your search criteria, save the search. We recommend naming the search as ‘ {name} template’ so it is easier to locate in your search list.
Assign as a Template: Quickly assign the listing as a template by click on the template icon next to the saved search.
Benefits of Template Searches
Save Time: Create a template for common search scenarios to avoid repeatedly entering the same criteria.
Maintain Consistency: Ensure standardized search parameters across your team or organization.
💡 Pro Tip: Collaborating agents can easily access each other's saved searches by sharing them with their office or brokerage, making searches readily available to the entire team.